GGGILDER GAGNON HOWE & CO LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings250 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.4M | $413.7M | 4.9% | $109.61 | +10.72% | 23 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.1M | $388.3M | 4.6% | $109.52 | +71.63% | 23 qtrssince 2019-Q1 | Increased 58 |
TESLA INC | 1.4M | $369.6M | 4.4% | $214.30 | +21.54% | 23 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 516,252 | $366.2M | 4.4% | $35.68 | +98.28% | 23 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 507,344 | $290.4M | 3.5% | $146.75 | +285.10% | 23 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 476,660 | $234.2M | 2.8% | $318.36 | +50.52% | 23 qtrssince 2019-Q1 | Increased 53 |
DUOLINGO INC | 746,284 | $210.5M | 2.5% | $161.51 | +72.14% | 13 qtrssince 2021-Q3 | Decreased 0 |
FRESHPET INC | 1.5M | $208.1M | 2.5% | $47.74 | +184.35% | 23 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 216,962 | $192.2M | 2.3% | $338.38 | +156.64% | 10 qtrssince 2022-Q2 | Decreased 0 |
CLOUDFLARE INC - CLASS A | 2.3M | $185M | 2.2% | $27.15 | +200.56% | 21 qtrssince 2019-Q3 | Decreased 0 |
NATERA INC | 1.4M | $176.5M | 2.1% | $63.30 | +98.62% | 21 qtrssince 2019-Q3 | Increased 52 |
SHAKE SHACK INC | 1.5M | $154.5M | 1.8% | $58.32 | +79.54% | 23 qtrssince 2019-Q1 | Decreased 0 |
QUANTA SERVICES INC | 491,602 | $146.6M | 1.8% | $158.31 | +87.11% | 15 qtrssince 2021-Q1 | Increased 53 |
ARISTA NETWORKS INC | 372,173 | $142.8M | 1.7% | — | — | — | — |
APPFOLIO INC - A | 547,351 | $128.8M | 1.5% | $141.37 | +65.91% | 23 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 1.6M | $127.3M | 1.5% | $40.94 | +93.49% | 23 qtrssince 2019-Q1 | Increased 57 |
HUBSPOT INC | 230,985 | $122.8M | 1.5% | $166.21 | +222.48% | 23 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 261,249 | $112.4M | 1.3% | $203.93 | +107.94% | 23 qtrssince 2019-Q1 | Increased 49 |
MERCADOLIBRE INC | 53,855 | $110.5M | 1.3% | $731.72 | +182.17% | 23 qtrssince 2019-Q1 | Decreased 0 |
POOL CORP | 288,876 | $108.8M | 1.3% | $157.96 | +129.28% | 23 qtrssince 2019-Q1 | Decreased 0 |
GILDER GAGNON HOWE & CO LLC manages $8.4B across 250 positions as of Q3 2024. Top holdings: NVDA (4.9%), AMZN (4.6%), TSLA (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 27 new positions, 28 exits, 57 increased. Top move: AMZN (INCREASED, conviction 58). Portfolio: $8.4B across 250 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer